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MEMBER PROFILE

 

Shelley Lombardo

Evergreen Advisors

 

Member profile details

Membership level
Maryland Individual
First name
Shelley
Middle Initial
J.
Last name
Lombardo
Title
Chief Operating Officer
Company
Evergreen Advisors
 

XPX ROLE

Chapter Leadership Role
Immediate Past President
Sponsorship Type
Silver
 

CONTACT INFORMATION

Photo
Logo
State
Maryland
 

PROFILE INFORMATION

Profession
  • Consultant
  • Valuation
Functional Expertise
  • Board of Directors (for profit)
  • Board of Directors (not for profit)
  • Business growth
  • Buy side/Acquisitions
  • Corporate finance
  • Entrepreneurship
  • Finance
  • Mergers
  • Operations
  • Sell side/Divestiture
  • Strategic planning
  • Transaction advisory
  • Turnarounds
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Education
  • Financial Services
  • Manufacturing
  • Software and Internet
  • Telecommunications
Transition Planning Certification or Methodology
Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC
In Business Since
2001
Call me when...
Client has a challenge on the Corporate Finance portion of their business.
Business Focus
Evergreen Advisors is a leading middle market investment bank and corporate advisory firm focused on assisting companies in the areas of corporate finance, growth and exit strategies, business valuati
Client Results
Investment Bank, CFO Advisory, Business Valuations
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